Investments & Financial Planning Advisor
Job in
Cheshire, New Haven County, Connecticut, 06410, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Connecticut seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes building financial plans, recommending brokerage products, and expanding knowledge through required licenses and training.
Responsibilities include triaging client leads, meeting with clients, and referring to partners. The position requires Series 7/66 licenses and at least one year in investments or financial
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